This section relates to legacy Aged Trading accounts that were used in Version 5 of Phoenix and earlier. See Legacy Aged Trading Accounts |
When a customer makes a payment, the payment must be recorded both against the customer sub-account, and in the bank or other account in which the payment is deposited. A payment is simply a transfer between a reconciled account and the customer sub-account.
Customer payments are deposited in a reconciled account as follows:
1.Click the Enter Toolbar button, and select the account to which the deposit is to be made.
2.Enter the deposit just like any other deposit to a reconciled account.
3.Allocate the deposit to the category "Customer Payments", and then the sub-category set up for linking to the Customer account.
4.Select the Customer sub-account who has made the payment.
5.Complete the transaction as normal.
Note that one deposit may have several payments from different customers. These are entered as separate dissections within the one transaction.
